Solve CRM + Kartra Integration

Integrate Kartra to Solve CRM in one click, or tell Integrately AI how you want each lead handled. Capture form submissions, create CRM contacts, update details, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Kartra + Solve CRM Integration

Capture leads, create CRM contacts, assign tags, update customer details, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Solve CRM + Kartra Integration

Create Kartra lead for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use Kartra to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Solve CRM, a corresponding lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Kartra + Solve CRM Integration

Create Solve CRM contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Solve CRM. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Kartra - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Solve CRM Integration

Create Solve CRM contact from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kartra with Solve CRM? This integration will allow you to automatically create a contact for each new order in Solve CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Kartra + Solve CRM flow

Connect marketing, sales, and communication tools to extend your Kartra and Solve CRM workflows. Pick a combination and activate it in one click.

Solve CRM
Kartra
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
K
S
S
Create a Shopify customer whenever a customer buys a product in Kartra and create a contact in Solve CRM.
Customer purchases in Kartra automatically generate a Shopify customer profile and a new contact in Solve CRM without manual data entry.
K
S
S
Create a Shopify draft order when a lead fills a form in Kartra and log the details in Solve CRM.
Lead form submissions in Kartra instantly create a Shopify draft order and a corresponding contact in Solve CRM.
S
K
S
When a Shopify order is paid, update the lead in Kartra and create a company in Solve CRM.
Paid Shopify orders automatically update customer records in Kartra and establish a new company profile in Solve CRM.
S
S
K
Create a Shopify product when a company is created in Solve CRM and assign a tag to lead in Kartra.
New Solve CRM companies trigger product creation in Shopify and assign lead tags in Kartra automatically.

Supported triggers and actions for Solve CRM and Kartra

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
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Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
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Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Kartra + Solve CRM?

Streamline lead capture, CRM updates, and customer management across your entire business stack.

What you can automate?
🔄
Sync Kartra signups to Solve CRM contacts automatically
Turn every lead who fills a form in Kartra into a new contact in Solve CRM instantly. No manual copying, no missed follow-ups.
📋
Capture complete form submission details
Map all fields from your Kartra forms directly into Solve CRM records instead of just names and emails. Keep your customer data rich and complete.
🔔
Alert your team when a new customer buys
Send instant notifications or create records the moment a customer buys a product in Kartra. Ensure your sales team responds without delay.
🔀
Route leads based on custom criteria
Apply different actions in Solve CRM depending on the specific tags or form answers submitted in Kartra. Ensure every lead reaches the right workflow stage.
📝
Keep customer profiles synchronized
Automatically update contact and company information in Solve CRM whenever changes occur in Kartra. Avoid outdated records in your CRM.
🔍
Prevent duplicate records in Solve CRM
Search existing records before creating new ones, updating information when a lead interacts with Kartra again. Keep your database clean and organized.
⚙️
Manage refunds and cancellations
Trigger updates in Solve CRM when an order is refunded or a calendar subscription is cancelled in Kartra. Maintain financial accuracy across platforms.
📊
Extend your CRM flow to Google Sheets
Send lead details from Kartra to Solve CRM, and log a backup row in Google Sheets simultaneously. Keep all stakeholders aligned across tools.
And much more...

Who is Kartra + Solve CRM integration for?

Marketing and sales teams who need to connect Kartra signups and Solve CRM records without manual data entry can streamline their workflows effortlessly.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Customer success leads
Customer success leads
Sales reps
Sales reps
Operations directors
Operations directors
📈
Performance marketers
You track lead conversions and form submissions, but your CRM records are only updated when someone manually exports data, so your metrics are always a few hours behind — with this integration, every new form fill updates Solve CRM instantly and your pipeline stays current.
Sales managers
You manage incoming customer queries, but lead details sit in Kartra until someone checks manually, so high-value buyers wait too long for a response — this integration means every new customer triggers a Solve CRM contact immediately so your team acts fast.
📊
Account managers
You report campaign results to stakeholders, but piecing together Kartra activity and Solve CRM records takes hours of manual tracking every week — automating both apps means your reports build themselves with accurate, up-to-date information.
👥
Customer success leads
You handle thousands of product purchases and form fills, but manual entry leads to missed records and disorganized customer profiles — this integration means every transaction creates a Solve CRM contact automatically without human bottlenecks.
🎯
Sales reps
You rely on incoming form submissions to start outreach, but manual handoffs leave leads sitting unassigned for days — connecting these apps means every Kartra signup populates Solve CRM instantly so you can start outreach right away.
🗂️
Operations directors
You audit customer history across multiple platforms, but disconnected tools leave missing fields and incomplete contact timelines — automating both apps means every interaction logs cleanly into Solve CRM for a reliable audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Solve CRM + Kartra

Build and manage your Solve CRM + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kartra to Solve CRM?
Frequently Asked Questions
You can connect Kartra to Solve CRM in 1 click using ready-made templates or ask Integrately AI to build the integration. It links your favorite tools like Shopify, Slack, and Google Sheets quickly.
Can I automatically create a contact in Solve CRM when a lead fills a form in Kartra?
Frequently Asked Questions
Can I connect Kartra, Solve CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Solve CRM?
Frequently Asked Questions
How does Kartra handle lead data during automation?
Frequently Asked Questions
Can Solve CRM contacts be updated automatically from Kartra?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Kartra and Solve CRM integration free?
Frequently Asked Questions
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